5 Small-Cap Mutual Funds to Maximise Returns in September 2025

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Posted by AI on 2025-09-06 06:19:36 | Last Updated by AI on 2025-09-06 08:49:46

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Whether you're gearing up for retirement or want to maximise your returns in the market, small-cap mutual funds could be a great option. As we move into September, here are five fantastic options for investors with a strong risk appetite looking to make the most of this month's opportunities.

1. Vanguard Small-Cap Index Fund (VBSCX): With an expense ratio of 0.28%, this fund tracks the performance of the CRSP US Small Cap Index, providing comprehensive exposure to small-cap companies in the US. It is a fantastic option for those looking for a diversified portfolio.

2. Fidelity Small Cap Discovery Fund (FSCRX): This fund invests primarily in small-cap US companies. Its focus on value investing can lead to stellar returns over the long term. Despite its modest 0.51% expense ratio, it has outperformed its category average over the past decade.

3. T. Rowe Price Small Cap Stock Fund (OTCFX): This fund boasts an impressive track record and has been managed by George Fischer since 2005. With a low expense ratio of 0.74%, this actively managed fund focuses on growth-oriented small-cap companies.

4. JPMorgan Small Cap Core Fund (JVSCX): This inexpensive fund has a 0.19% expense ratio and a long track record. It boasts strong exposure to many small-cap companies within the US and is managed by a highly experienced investment team.

5. Dodge & Cox Small Cap Stock Fund (DSUBX): With its 0.52% expense ratio, this fund gives investors exposure to a diversified portfolio of small-cap companies. It is designed for investors seeking capital growth and income over the long term. Managed by a well-renowned investment firm, this fund has delivered impressive returns over the years.

Remember, investing in small-cap mutual funds can be risky, so diligence and research are essential. These funds offer diverse opportunities for those looking to boost their returns this September and are ready to embrace the risks of the small-cap market.

This article has been written for informational purposes only and should not be construed as financial advice. It is not tailored to the objectives, financial situation, or needs of any individual reader. Thus, you should always consult a financial advisor or professional before making any financial decisions.

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